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Houlihan Lokey, Inc. (HLI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US4415931009

CUSIP

441593100

Sector

Financial Services

IPO Date

Aug 13, 2015

Highlights

Market Cap

$10.75B

EPS (TTM)

$5.23

PE Ratio

29.31

PEG Ratio

6.54

Total Revenue (TTM)

$1.72B

Gross Profit (TTM)

$535.76M

EBITDA (TTM)

$406.42M

Year Range

$121.78 - $190.89

Target Price

$170.57

Short %

1.94%

Short Ratio

2.18

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
HLI vs. TFII.TO HLI vs. ^GSPC HLI vs. SPY HLI vs. SCHD HLI vs. VOO HLI vs. IBKR HLI vs. JEF HLI vs. BAH HLI vs. COST HLI vs. AVGO
Popular comparisons:
HLI vs. TFII.TO HLI vs. ^GSPC HLI vs. SPY HLI vs. SCHD HLI vs. VOO HLI vs. IBKR HLI vs. JEF HLI vs. BAH HLI vs. COST HLI vs. AVGO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Houlihan Lokey, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%400.00%600.00%800.00%1,000.00%NovemberDecember2025FebruaryMarchApril
742.06%
153.56%
HLI (Houlihan Lokey, Inc.)
Benchmark (^GSPC)

Returns By Period

Houlihan Lokey, Inc. had a return of -11.44% year-to-date (YTD) and 27.05% in the last 12 months.


HLI

YTD

-11.44%

1M

-5.87%

6M

-11.13%

1Y

27.05%

5Y*

24.44%

10Y*

N/A

^GSPC (Benchmark)

YTD

-10.18%

1M

-6.92%

6M

-9.92%

1Y

5.42%

5Y*

12.98%

10Y*

9.70%

*Annualized

Monthly Returns

The table below presents the monthly returns of HLI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.64%-4.61%-6.53%-5.09%-11.44%
2024-0.11%7.87%-0.37%-0.55%6.17%0.06%11.41%4.24%1.28%9.33%9.45%-7.88%47.06%
202313.66%-3.40%-8.07%4.45%-4.45%13.31%1.57%6.05%1.69%-6.16%7.72%11.32%40.67%
20222.67%-3.22%-14.28%-5.14%3.18%-7.59%7.13%-7.17%-3.32%18.49%10.11%-10.90%-13.88%
2021-3.54%-1.99%5.19%-0.36%13.01%9.85%8.94%1.23%2.60%21.69%-3.16%-4.25%57.05%
20206.10%-1.22%2.36%13.93%1.85%-7.52%-1.51%6.93%1.34%6.18%3.32%4.31%40.61%
201920.22%3.93%0.31%7.57%-7.71%-1.50%3.30%-3.96%2.81%4.79%0.87%3.19%36.33%
20185.00%-2.68%-3.51%-0.22%9.87%5.35%-4.02%-3.78%-4.47%-8.35%3.38%-13.00%-17.20%
2017-0.06%1.25%10.10%-2.64%0.69%3.96%6.53%-2.49%8.54%6.39%7.23%2.23%49.30%
2016-7.86%5.84%-2.01%1.24%-4.20%-6.71%2.50%8.71%1.17%-2.71%16.91%9.89%21.83%
2015-1.79%-0.91%0.50%11.59%7.85%17.72%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 80, HLI is among the top 20% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of HLI is 8080
Overall Rank
The Sharpe Ratio Rank of HLI is 8383
Sharpe Ratio Rank
The Sortino Ratio Rank of HLI is 7777
Sortino Ratio Rank
The Omega Ratio Rank of HLI is 7575
Omega Ratio Rank
The Calmar Ratio Rank of HLI is 8585
Calmar Ratio Rank
The Martin Ratio Rank of HLI is 8282
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Houlihan Lokey, Inc. (HLI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for HLI, currently valued at 0.87, compared to the broader market-2.00-1.000.001.002.003.00
HLI: 0.87
^GSPC: 0.24
The chart of Sortino ratio for HLI, currently valued at 1.42, compared to the broader market-6.00-4.00-2.000.002.004.00
HLI: 1.42
^GSPC: 0.47
The chart of Omega ratio for HLI, currently valued at 1.18, compared to the broader market0.501.001.502.00
HLI: 1.18
^GSPC: 1.07
The chart of Calmar ratio for HLI, currently valued at 1.00, compared to the broader market0.001.002.003.004.00
HLI: 1.00
^GSPC: 0.24
The chart of Martin ratio for HLI, currently valued at 3.46, compared to the broader market-5.000.005.0010.0015.0020.00
HLI: 3.46
^GSPC: 1.08

The current Houlihan Lokey, Inc. Sharpe ratio is 0.87. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Houlihan Lokey, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
0.87
0.24
HLI (Houlihan Lokey, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Houlihan Lokey, Inc. provided a 1.49% dividend yield over the last twelve months, with an annual payout of $2.28 per share. The company has been increasing its dividends for 9 consecutive years.


0.50%1.00%1.50%2.00%2.50%$0.00$0.50$1.00$1.50$2.002015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
Dividend$2.28$2.26$2.18$2.02$1.62$1.28$1.20$1.01$0.80$0.66$0.15

Dividend yield

1.49%1.30%1.82%2.32%1.56%1.90%2.46%2.74%1.76%2.12%0.57%

Monthly Dividends

The table displays the monthly dividend distributions for Houlihan Lokey, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.57$0.00$0.57
2024$0.00$0.55$0.00$0.00$0.00$0.57$0.00$0.00$0.57$0.00$0.00$0.57$2.26
2023$0.00$0.00$0.53$0.00$0.00$0.55$0.00$0.55$0.00$0.00$0.55$0.00$2.18
2022$0.00$0.00$0.43$0.00$0.00$0.53$0.00$0.00$0.53$0.00$0.00$0.53$2.02
2021$0.00$0.00$0.33$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$1.62
2020$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.00$0.33$0.00$0.00$0.33$1.28
2019$0.00$0.00$0.27$0.00$0.31$0.00$0.00$0.00$0.31$0.00$0.00$0.31$1.20
2018$0.00$0.00$0.20$0.00$0.00$0.27$0.00$0.27$0.00$0.00$0.27$0.00$1.01
2017$0.00$0.00$0.20$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.00$0.20$0.80
2016$0.00$0.00$0.15$0.00$0.00$0.17$0.00$0.17$0.00$0.00$0.00$0.17$0.66
2015$0.15$0.15

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
HLI: 1.5%
Houlihan Lokey, Inc. has a dividend yield of 1.49%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
HLI: 40.8%
Houlihan Lokey, Inc. has a payout ratio of 40.79%, which is quite average when compared to the overall market. This suggests that Houlihan Lokey, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-19.02%
-14.02%
HLI (Houlihan Lokey, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Houlihan Lokey, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Houlihan Lokey, Inc. was 36.57%, occurring on Jul 14, 2022. Recovery took 350 trading sessions.

The current Houlihan Lokey, Inc. drawdown is 19.02%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-36.57%Jan 13, 2022125Jul 14, 2022350Dec 4, 2023475
-33.48%Jul 24, 2018107Dec 24, 2018267Jan 16, 2020374
-25.2%Nov 26, 202490Apr 8, 2025
-20.34%Feb 20, 202025Mar 25, 20207Apr 3, 202032
-17.83%Jan 4, 2016127Jul 5, 201629Aug 15, 2016156

Volatility

Volatility Chart

The current Houlihan Lokey, Inc. volatility is 15.62%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%NovemberDecember2025FebruaryMarchApril
15.62%
13.60%
HLI (Houlihan Lokey, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Houlihan Lokey, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Houlihan Lokey, Inc. is priced in the market compared to other companies in the Capital Markets industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
HLI: 29.3
The chart displays the Price-to-Earnings (P/E) ratio for HLI, comparing it with other companies in the Capital Markets industry. Currently, HLI has a P/E ratio of 29.3. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
2.04.06.08.010.0
HLI: 6.5
The chart shows the Price/Earnings to Growth (PEG) ratio for HLI compared to other companies in the Capital Markets industry. HLI currently has a PEG ratio of 6.5. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
2.04.06.08.010.0
HLI: 4.8
This chart shows the Price-to-Sales (P/S) ratio for HLI relative to other companies in the Capital Markets industry. Currently, HLI has a P/S ratio of 4.8. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
2.04.06.08.010.0
HLI: 5.2
The chart illustrates the Price-to-Book (P/B) ratio for HLI in comparison with other companies in the Capital Markets industry. Currently, HLI has a P/B value of 5.2. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Houlihan Lokey, Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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